Installation and User Guides

Please use the tree view on the left or links below choose the appropriate article of interest.

• Quick Start Guide for Administrators

• Quick Start Guide for General Users

• Connectors and Integration

  • PortableConnect User Guide

  • RFIDConnect User Guide

  • ScannerConnect User Guide

  • FileConnect User Guide

  • User Guide for Iron Mountain Integration

  • User Guide for Laserfiche Integration

• Modules

  • File Room User Guide

  • Space Management User Guide

  • Billing Module User Guide

Interface Overview / Quick Start Guide

1. Top Level Menu – provides access to the various indicated functions

2. Data Tabs – used to access the various items being tracked

3. Quick Search – used to query within tabs

4. Action Menu – provides access to listed actions

5. Home Page Grid – displays queried results